Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$322K Sell
2025
Q1
$318K Sell
2024
Q4
$297K Sell
2024
Q3
$360K Sell
2024
Q2
$389K Sell
2024
Q1
$496K Sell
2023
Q4
$519K Buy